Avantax Advisory Services’s Capital Group Municipal Income ETF CGMU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.6M Buy
97,501
+30,945
+46% +$822K 0.01% 679
2025
Q1
$1.79M Buy
66,556
+7,889
+13% +$213K 0.01% 793
2024
Q4
$1.58M Buy
58,667
+21,530
+58% +$585K 0.01% 837
2024
Q3
$1.02M Buy
37,137
+18,930
+104% +$516K 0.01% 1006
2024
Q2
$489K Buy
18,207
+4,307
+31% +$116K ﹤0.01% 1376
2024
Q1
$375K Buy
+13,900
New +$376K ﹤0.01% 1180

Other funds holding CGMU

Avantax Advisory Services's CGMU Position: Q2 2025 in Review

Avantax Advisory Services increased its Capital Group Municipal Income ETF (CGMU) stake by 46% in Q2 2025, buying an estimated $822K and bringing the position to 97,501 shares worth $2.6M. The position accounts for 0.01% of the portfolio, ranked #679.

Avantax Advisory Services first reported a position in CGMU in Q1 2024 and has held it in 6 quarters since. 225 funds tracked by Wall St. Rank hold CGMU as of Q2 2025.

  • Avantax Advisory Services held 97,501 shares of Capital Group Municipal Income ETF worth $2.6M as of Q2 2025.
  • Avantax Advisory Services bought 30,945 Capital Group Municipal Income ETF shares in Q2 2025, an estimated $822K.
  • Capital Group Municipal Income ETF made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #679 holding.
  • Avantax Advisory Services first reported a position in Capital Group Municipal Income ETF in Q1 2024 and has held it in 6 quarters since.
  • 225 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.